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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,953 | $138,102-53.7% | $125,381-49.0% | $134,532-52.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -11.44% | 750.73%-762.2pp | 572.31%-583.7pp | 418.27%-429.7pp |
| Employer contribution / active EE | $3,792 | $5,245-27.7% | $4,815-21.2% | $4,741-20.0% |
| Participant deferral / active EE | $7,164 | $7,801-8.2% | $7,448-3.8% | $6,401+11.9% |
| Admin fee / account holder | $321 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |